2024-05-13T14:09:51-07:00 2023-12-31 990 2023-01-01 860229299 UTAH HERITAGE CREDIT UNION UTAH 4354368288 84 WEST MAIN PO BOX 50 MORONI UT 84646 Tami Olsen CEO - President 4354368288 2024-05-13 Tami Olsen 999009999 1 1 11 0 AAL2 2023 2023-04-26 12:10:37Z Tami Olsen 84 West Main Moroni UT 84646 7617754 0 X www.utahheritagecu.org X 1969 UT To assist member's financial growth and stability by building strong relationships one member at a time. 5 5 25 9 0 0 0 0 0 0 500699 972884 5010773 6644870 5511472 7617754 0 0 0 0 2005250 1897229 0 0 0 2027960 3518714 4033210 5415943 1478262 2201811 119199820 134932464 107167782 120698615 12032038 14233849 To assist members financial growth and stability by building strong relationships one member at a time. 0 0 3995 Donations to City/County Pageants and Celebrations, Parades and summer activities 2096 Humanitarian donations in the area including Hospitals & Patients/Humanitarian Center/Justice Center/Food Pantry 2035 Funds for local grade and secondary schools along with local college. Scholarships. Donated funds to Civic activities including Veteran Memorial/Search and Rescue/Adult Services in county/local youth activities. 0 0 0 8126 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 25 1 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 1 1 1 1 1 1 0 1 1 1 1 1 1 1 0 0 UT X TAMI OLSEN 4354368288 84 WEST MAIN PO BOX 50 MORONI UT 84646 EMILY FAUX COO 40 0 X X X 162802 0 0 TAMI OLSEN CEO 40 0 X X 157591 0 0 GREG STERNER CLO 40 0 X X 115695 0 0 SUSAN LARSEN BOARD MEMBER 0 0 X 0 0 0 JEFF ANDERSON BOARD MEMBER 0 0 X 0 0 0 CLAUDE PICKETT BOARD CHAIRMAN 0 0 X 0 0 0 BRANCH COX BOARD VICE CHAIRMAN 0 0 X 0 0 0 CASEY ANDERSON BOARD SECRETARY 0 0 X 0 0 0 CAROL BLAIN SUPERVISORY COMMITTEE MEMBER 0 0 X 0 0 0 CAROL JACOBSEN SUPERVISORY COMMITTEE MEMBER 0 0 X 0 0 0 BLAKE DONALDSON SUPERVISORY COMMITTEE MEMBER 0 0 X 0 0 0 JEREMY MADSEN SUPERVISORY COMMITTEE MEMBER 0.00 0 X 0 0 0 436088 0 0 3 0 1 0 0 0 0 972884 972884 0 0 0 0 0 0 0 0 0 0 0 0 0 0 INTEREST INCOME 522130 5766920 5766920 0 0 FEE INCOME 522130 849367 849367 0 0 MISC INCOME 522130 28583 28583 0 0 0 0 0 0 6644870 7617754 7617754 0 0 0 0 0 0 436088 0 706500 44794 605289 104558 18523 48378 222568 63209 191406 171520 13312 185597 89163 POSTAGE, STATEMENT PROCESSING, BANK FEES, ETC 660298 DIVIDENDS 1854740 5415943 0 0 0 1531679 2171567 85372668 95182698 237718 170329 5816156 3614486 2273978 2201670 28110339 33342369 1673438 1863831 119199820 134932464 548140 665680 106619642 120032935 107167782 120698615 X 0 0 0 0 12032038 14233849 12032038 14233849 119199820 134932464 2201811 0 0 0 0 0 X 1 X 1 X 1 0 0 250081 250081 0 2640054 1012247 1627807 0 0 0 0 0 2462630 2250764 211866 0 463391 351475 111916 2201670 33342369 C 33342369 MEMBER SHARES AND CERTIFICATES 120032935 120032935 7617754 0 0 0 0 0 7617754 0 0 0 7617754 5415943 0 0 0 0 0 5415943 0 0 0 5415943 X 0 0 0 EMILY FAUX COO 162802 0 0 0 0 0 0 0 0 0 162802 0 0 0 TAMI OLSEN CEO 157591 0 0 0 0 0 0 0 0 0 157591 0 0 0 BRANCH COX BOARD MEMBER HOME MORTGAGE X 87399 64765 0 1 1 CLAUDE PICKETT BOARD MEMBER CREDIT CARD X 8400 8065 0 1 1 CASEY ANDERSON BOARD MEMBER CREDIT CARD X 5000 203 0 1 1 JEREMY MADSEN SUPERVISORY COMMITTEE HOME EQUITY LOAN X 115000 67275 0 1 1 EMILY FAUX COO RELOC X 63670 48588 0 1 1 EMILY FAUX COO VEHICLE X 15000 6767 0 1 1 EMILY FAUX COO CREDIT CARD X 1500 514 0 1 1 196177 Form 990, Part VI, Section A, Line 2 STEP FATHER Form 990, Part VI, Section A, Line 6 CREDIT UNION IS COMPRISED OF MEMBERSHIP IN SANPETE AND SEVIER COUNTIES IN THE STATE OF UTAH. Form 990, Part VI, Section A, Line 7a MEMBERS ANNUALLY MEET IN FEBRUARY TO ELECT BOARD MEMBERS FOR OUR STATE CHARTERED CREDIT UNION. Form 990, Part VI, Section A, Line 7b ALL LOANS EXTENDED TO BOARD MEMBERS, OFFICERS AND SUPERVISORY COMMITTEE MEMBERS MUST BE APPROVED BY THE BOARD OF DIRECTORS OF THE CREDIT UNION. Form 990, Part VI, Section A, Line 9 JEFF ANDERSON 554 W 30 S MANTI, UT 84642; SUSAN LARSEN 255 N 100 E EPHRAIM, UT 84627; CLAUDE PICKETT 100 S 300 E EPRHAIM, UT 84627; BRANCH COX PO BOX 370 FAIRVIEW, UT 84629; CASEY ANDERSON PO BOX 358 FAIRVIEW, UT 84629; CAROL BLAIN PO BOX 365 SPRING CITY, UT 84662; CAROL JACOBSEN 487 E 500 N EPHRAIM UT 84627; BLAKE DONALDSON 435 WEST 100 SOUTH GUNNISON, UT 84634; JEREMY MADSEN 55 N 300 E FAIRVIEW, UT 84629 Form 990, Part VI, Section B, Line 11b 990 FORM EMAILED TO ALL BOARD MEMBERS FOR THEIR REVIEW/APPROVAL. Form 990, Part VI, Section B, Line 12c EMPLOYEE ACCOUNTS AND RELATED PARTY ACCOUNTS ARE RESTRICTED AND AUDITED ANNUALLY FOR TRANSACTION AND FILE MAINTENANCE ACTIVITY. Form 990, Part VI, Section B, Line 15 ANNUALY THE BOARD REVIEWS AND DETERMINS THE COMPENSATION FOR THE CEO. Form 990, Part VI, Section C, Line 19 YES AND AVAILABLE UPON REQUEST.